Michael
Russo

Retirable

CRD#6926891
Investment Advisor
in Albrightsville, PA

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About this Advisor

Michael Russo is a financial advisor based in Albrightsville, Pennsylvania, working with Retirable. Michael has previously held positions at Safeguards Specialized Foster Care, Shortys Bar, Bear Creek, Emerald Lakes Association, Sierra View Association, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, Ibc Global Inc, and Retirable Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Michael is part of Retirable, which operates out of Albrightsville, Pennsylvania. The firm has 12 employees and manages assets totaling $60.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Retirable includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Albrightsville, PA

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Retirable Brokerage Details

Total Assets Under Management

$60,466,660

PA Average: $7,464,549,021
Total Number of Employees

12

PA Average: 88
Total Number of Accounts

429

PA Average: 3,892
Average Account Size

$140,948

PA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Russo Work History

2022 - Present (2 years)

Retirable Inc

2021 - 2022 (1 year)

Ibc Global Inc

2020 - 2021 (1 year)

Hornor Townsend & Kent LLC

2019 - 2019 (< 1 year)

Northwestern Mutual Wealth Management Company

2019 - 2021 (2 years)

Penn Mutual Life Insurance Company

2018 - 2019 (1 year)

Northwestern Mutual Life Insurance Company

2018 - 2019 (1 year)

Northwestern Mutual Investment Services LLC

2015 - 2018 (3 years)

Safeguards Specialized Foster Care

2013 - 2017 (4 years)

Shortys Bar

2013 - 2015 (2 years)

Bear Creek

2013 - 2014 (1 year)

Sierra View Association

2008 - 2014 (6 years)

Emerald Lakes Association

Disclosures

Please visit the SEC profile of Michael Russo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Retirable

Schaefer Harrison
New York, NY
Michael Coleman
New York, NY
Mckayla Johnson
New York, NY
Treva Nostdahl
New York, NY
Sami Boghos
New York, NY
Eric Schwartz
New York, NY
Winnie Cheng
New York, NY
Robert End
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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